# STERLING CAP FDS NATIONAL MUNI BD

STERLING CAP FDS NATIONAL MUNI BD is a security (CUSIP 85917K470) tracked across SEC portfolio filings. 28 institutional managers reported $188.7M on Form 13F as of 2026-06-30.

## Summary

- Issuer: STERLING CAP FDS
- Class: NATIONAL MUNI BD
- CUSIP: 85917K470
- 13F holders: 28
- 13F value: $188.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 28 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $94.7M | 3,763,696 |
| [Kingdom Financial Group LLC.](https://search.stillhousedata.com/firm/155676) | PEORIA, AZ | $31.6M | 1,257,882 |
| Simplicity Wealth,LLC | SUMMIT, NJ | $24.5M | 973,736 |
| [LifeWealth Investments, LLC](https://search.stillhousedata.com/firm/332978) | WINTER GARDEN, FL | $7.7M | 307,572 |
| [Arcadia Wealth Management, LLC](https://search.stillhousedata.com/firm/284925) | Manchester, NH | $5.5M | 217,601 |
| [SMART Wealth LLC](https://search.stillhousedata.com/firm/315496) | Omaha, NE | $4.5M | 177,111 |
| [Networth Advisors, LLC](https://search.stillhousedata.com/firm/311621) | CANONSBURG, PA | $3.0M | 119,110 |
| [HOWARD BAILEY SECURITIES, LLC](https://search.stillhousedata.com/firm/282712) | FORT WAYNE, IN | $2.5M | 101,282 |
| [FLP Wealth Management, LLC](https://search.stillhousedata.com/firm/294227) | BENTONVILLE, AR | $2.3M | 90,630 |
| [B.O.S.S. Retirement Advisors, LLC](https://search.stillhousedata.com/firm/171143) | Lehi, UT | $2.2M | 85,805 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $1.9M | 74,883 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $1.9M | 74,883 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $1.4M | 55,029 |
| [Key Capital Management, INC](https://search.stillhousedata.com/firm/173773) | HENDERSONVILLE, TN 37075, TN | $1.2M | 48,281 |
| [Triad Wealth Partners, LLC](https://search.stillhousedata.com/firm/326523) | LAWRENCE, KS | $921K | 37,043 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/85917K470.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.